{"symbol":"XOM","fiscalQuarter":"Q2-2026","reportDate":"2026-07-31","reportTime":"BMO","status":"upcoming","company":{"name":"ExxonMobil Holdings Corporation","sector":"Energy","industry":"Integrated Oil & Gas"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/XOM/earnings/Q2-2026","estimates":{"consensusEps":3.6815,"consensusRevenue":97656.91,"epsLow":3.23,"epsHigh":4.46,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"ExxonMobil Holdings Corporation (XOM) is a major player in the energy sector, specifically in integrated oil and gas. The company is involved in the exploration, production, and distribution of oil and natural gas, making it a key contributor to global energy supply and pricing.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.","consensus":"$3.68"},{"name":"Revenue","why":"Revenue figures will help assess the overall demand for ExxonMobil's products and services in the current market environment.","consensus":"$97.7B"}],"lastQuarterRecap":{"summary":"In Q1 2026, ExxonMobil reported an EPS of $2.09, significantly beating expectations by over 96%. However, the stock experienced a slight decline the following day.","promises":[]},"wallStreetExpectations":{"summary":"Analysts are generally optimistic about ExxonMobil's upcoming earnings, with expectations for strong EPS and revenue growth. However, there are concerns about market volatility and oil prices.","bullCase":"If ExxonMobil can exceed the EPS consensus and show strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.","bearCase":"Conversely, if the company fails to meet earnings expectations or if oil prices decline, it could lead to a negative market reaction and a drop in stock price."},"optionsSignal":{"impliedMove":"5.11%","context":"The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+96.06%","reaction":"-1.02%"},{"quarter":"Q4-2025","epsSurprise":"+1.97%","reaction":"+0.63%"},{"quarter":"Q3-2025","epsSurprise":"+3.70%","reaction":"-0.29%"},{"quarter":"Q2-2025","epsSurprise":"+3.93%","reaction":"-1.79%"},{"quarter":"Q1-2025","epsSurprise":"+1.32%","reaction":"+0.41%"}],"pivotalQuestions":[{"question":"Will ExxonMobil's EPS exceed the consensus estimate of $3.68?","whyItMatters":"A beat on EPS could indicate strong operational performance and boost investor sentiment."},{"question":"What are the company's expectations for future oil prices and demand?","whyItMatters":"Guidance on oil prices will be crucial for understanding potential revenue growth and market stability."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $3.80 or higher would confirm strong profitability and operational efficiency.","bearTrigger":"An EPS below $3.50 would raise concerns about cost management and market demand.","context":"This quarter's performance is critical as it reflects the company's ability to navigate a volatile energy market."},"scenarioPlaybook":{"beatAndRaise":"If ExxonMobil beats expectations, history suggests a potential average one-day move of around -0.77%, confirming strong demand and operational efficiency.","inLineCautious":"If results are in line with expectations, the stock may see muted reactions as investors await further guidance.","miss":"A miss could lead to a decline in stock price, with historical data suggesting an average one-day move of -1.79% in such cases."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Energy","sampleSize":30,"fadeRate":"7 of 30 (23%)","insight":"This setup has occurred 30 times across Energy in the last 2 years. 23 of 30 (77%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 4.4%, with a raw directional average of -1.3% (modestly negative historical bias)."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate ExxonMobil's ability to manage costs effectively in a fluctuating oil market, leading to better-than-expected earnings.","supportingPoints":["The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.","Options pricing suggests a higher expected move than historical averages, indicating potential for significant surprises."],"riskToConsensus":"If oil prices rebound significantly, it could enhance revenue beyond current expectations."},"whatToListenFor":["Any updates on oil production levels and pricing strategies.","Management's outlook on global energy demand and market conditions.","Details on cost management initiatives and operational efficiencies.","Insights into capital expenditures and future investment plans.","Comments on regulatory impacts and geopolitical factors affecting operations."],"metaDescription":"ExxonMobil (XOM) reports Q2 2026 earnings July 31. Analysts expect $3.68 EPS on $97.7B revenue. Here's what to watch."}}